See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,465 | $209,832-44.0% | $189,513-38.0% | $167,490-29.9% |
| Participation rate | 83.3% | 88.7%-5.3pp | 87.8%-4.5pp | 82.1%+1.2pp |
| Annual return | 12.10% | 748.27%-736.2pp | 555.15%-543.0pp | 478.56%-466.5pp |
| Employer contribution / active EE | $3,361 | $6,914-51.4% | $6,162-45.4% | $4,837-30.5% |
| Participant deferral / active EE | $9,753 | $8,935+9.2% | $8,221+18.6% | $6,341+53.8% |
| Admin fee / account holder | $8,587 | $14,293-39.9% | $12,045-28.7% | $12,309-30.2% |